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Portfolio (Quarterly) Guide ↗

U S GLOBAL INVESTORS INC

· CIK 0000754811
13F Portfolio $1.0B AUM 146 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 43 Added 37 Reduced 20 Exited
Page 3 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CPA COPA HOLDIN-CL A Industrials 29,833.0 $4.6M 0.45% +1K +4.7% $155.57 -14.0%
42 ASR GRUPO AEROPO-ADR Industrials 14,624.0 $4.5M 0.43% +5K +46.4% $306.70 -14.2%
43 MTA METALLA RTY & STREAMING LTD Basic Materials 558,500.0 $4.3M 0.41% -20K -3.5% $7.61 +30.7%
44 ASM AVINO SILVER Basic Materials 610,000.0 $3.9M 0.37% +510K +510.0% $6.33 +13.8%
45 VIZSLA SILVER CO 1,050,000.0 $3.4M 0.33% $3.28
46 AUGO AURA MINERALS INC Basic Materials 50,000.0 $3.1M 0.30% -50K -50.0% $62.95 +24.8%
47 SSRM SSR MINING IN Basic Materials 110,000.0 $3.1M 0.30% $28.28 +15.9%
48 AGI ALAMOS GOLD INC NEW Basic Materials 100,000.0 $3.0M 0.29% -101K -50.2% $30.34 +12.0%
49 RACE FERRARI N V Consumer Cyclical 7,925.0 $3.0M 0.28% $372.29 +12.0%
50 TSLA TESLA INC Consumer Cyclical 6,450.0 $2.7M 0.26% -650.0 -9.2% $420.60 -19.3%
51 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 8,530.0 $2.7M 0.26% $317.53 -5.0%
52 SVM SILVERCORP METALS INC Basic Materials 250,000.0 $2.5M 0.24% -368K -59.5% $10.10 +18.0%
53 WDS WOODSIDE ENERGY GROUP LTD Energy 125,000.0 $2.4M 0.23% +50K +66.7% $19.32 +22.2%
54 SBSW SIBANYE STILLWATER LTD Basic Materials 275,000.0 $2.3M 0.23% $8.49 +29.2%
55 SCZM SANTACRUZ SILVER Basic Materials 350,000.0 $2.3M 0.22% -432K -55.2% $6.47 +35.2%
56 VMET VERSAMET ROYALTI Financial Services 250,000.0 $2.1M 0.21% $8.58 +20.2%
57 VIKING HOLDINGS LTD 18,935.0 $2.0M 0.19% +7K +53.5% $104.67
58 MUX MCEWEN INC Basic Materials 100,000.0 $1.8M 0.17% $18.17 +3.8%
59 AMZN AMAZON COM INC Consumer Cyclical 7,500.0 $1.8M 0.17% -2K -21.1% $238.34 +9.6%
60 TOTALENERGIES SE 22,000.0 $1.7M 0.17% $77.76
Page 3 of 7  ·  127 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 70.4%
Basic Materials 16.5%
Consumer Cyclical 11.0%
Energy 1.3%
Financial Services 0.6%
Technology 0.1%
Consumer Defensive 0.1%
Utilities 0.0%